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E17: How Quants See the World

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Manage episode 403749654 series 3529350
Contenu fourni par "The Riff". Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par "The Riff" ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

Byrne and Erik discuss company valuations, short selling, company earnings guidance, market predictions, and the behavior of companies and investors in financial markets. The Riff is a part of the Turpentine podcast network. Learn more: https://turpentine.co

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Check out Erik's new show featuring a rotating cast of founders and investors sharing their requests for startups they want to exist in the world, and also their stories of navigating the idea maze in different sectors so founders don’t have to reinvent the wheel anymore. Watch and Subscribe on Substack: Requestforstartups.substack.com

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Thanks to our sponsor: BRAVE

Get first-party targeting with Brave's private ad platform: cookieless and future proof ad formats for all your business needs. Performance meets privacy. Head to https://brave.com/brave-ads/ and mention “MoZ” when signing up for a 25% discount on your first campaign.

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LINKS:

Byrne’s writing: thediff.co

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X / TWITTER:

@eriktorenberg (Erik)

@byrnehobart (Byrne)

@turpentinemedia (Turpentine)

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TIMESTAMPS:

(00:00) Intro

(00:44) Understanding Mispricing in Public Companies

(03:28) Case Study: Boeing's Business Value

(06:29) The Role of Professional and Retail Investors

(12:07) Why Some Investors Matter More Than Others

(18:49) Sponsor: Brave

(19:51) Unpacking Risk in Investment

(25:42) Gold and Bitcoin in Investment

(28:54) On Yield, Buybacks, and Dividends

(39:11) Short Selling in Financial Markets

(51:15) Earnings Guidance and Corporate Communication

(56:17) Wrap


This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit theriffpodcast.substack.com
  continue reading

30 episodes

Artwork
iconPartager
 
Manage episode 403749654 series 3529350
Contenu fourni par "The Riff". Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par "The Riff" ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

Byrne and Erik discuss company valuations, short selling, company earnings guidance, market predictions, and the behavior of companies and investors in financial markets. The Riff is a part of the Turpentine podcast network. Learn more: https://turpentine.co

---

Check out Erik's new show featuring a rotating cast of founders and investors sharing their requests for startups they want to exist in the world, and also their stories of navigating the idea maze in different sectors so founders don’t have to reinvent the wheel anymore. Watch and Subscribe on Substack: Requestforstartups.substack.com

---

Thanks to our sponsor: BRAVE

Get first-party targeting with Brave's private ad platform: cookieless and future proof ad formats for all your business needs. Performance meets privacy. Head to https://brave.com/brave-ads/ and mention “MoZ” when signing up for a 25% discount on your first campaign.

---

LINKS:

Byrne’s writing: thediff.co

---

X / TWITTER:

@eriktorenberg (Erik)

@byrnehobart (Byrne)

@turpentinemedia (Turpentine)

---

TIMESTAMPS:

(00:00) Intro

(00:44) Understanding Mispricing in Public Companies

(03:28) Case Study: Boeing's Business Value

(06:29) The Role of Professional and Retail Investors

(12:07) Why Some Investors Matter More Than Others

(18:49) Sponsor: Brave

(19:51) Unpacking Risk in Investment

(25:42) Gold and Bitcoin in Investment

(28:54) On Yield, Buybacks, and Dividends

(39:11) Short Selling in Financial Markets

(51:15) Earnings Guidance and Corporate Communication

(56:17) Wrap


This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit theriffpodcast.substack.com
  continue reading

30 episodes

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